Financial and Retirement Planning for Ambitious Professionals

Your Life, Your Wealth, Your Way

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A financial planner should help you feel comfortable about today and excited about the future

Whether you’re accelerating your career, planning to retire, or chasing your entrepreneurial dreams…

Our mission is to give you personalized financial guidance to navigate life’s transitions, grow your wealth, free up your time, and empower you to live life on your terms.

“Having Derek as another set of eyes and ears, who’s familiar with my financial situation, and can provide context about the big decisions has been invaluable to me.”

– Affinity Financial Client

Disclaimer: This is an unpaid solicited client testimonial. The client, Noah, has had a financial relationship with Derek Pantele for over 10 years and is providing his/her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.

Which one describes you?

Ambitious professional

You’d rather do other things after work than figure out finance.

Agile LifePath® helps you make smart money decisions now, grow your wealth, and pivot with life and career changes.

Learn more about Agile LifePath®

Retired or soon to be

You’ve worked hard, saved diligently, and hope to enjoy the fruits of your labor.

RetireMINT® can help you retire at the right time, manage spending to make savings last, minimize tax burden, and more.

Learn more about RetireMINT®

“He’s invested in your personal journey. He cares about what you’re trying to do as an individual, wants to know what your goals are and partners with you to help you achieve those goals.”

– Affinity Financial Client

Hi, I’m Derek Pantele CFP®, CFA Founder of Affinity Financial

I’m not here to bore you with jargon or judge your latte habit. I’m here to help you dream big, listen, and break down big financial choices into bite-sized, easy-to-digest action items.

Learn Derek’s Story

“Affinity understands our lifestyle, dreams, goals, and needs. And it’s everything from daily income, to our kids, to taxes, to just every aspect of our life. They listen to our concerns and speak to them, whether it’s a day-to-day matter or our long-term vision.”

– Affinity Financial Client

Disclaimer: This is an unpaid solicited client testimonial. The client, John, has had a financial relationship with Derek Pantele for over 2 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.